General Info

At Sovereign Asset Management LLC, our goal is to provide our clients with superior investment management coupled with excellent client servicing. Many of our investment teams have managed assets for taxable and tax-exempt institutional clients since 1968, as part of John Hancock Advisers. Now as Sovereign, we continue to offer clients a diverse array of investment strategies that are managed through a consistent, disciplined investment process. The foundation of our investment process for all of our strategies rests on the following principles: commitment to a total team approach to portfolio management and research; disciplined investment process; and focused fundamental research.